Peter Towers, creator of ESS BIZTOOLS, tools written for accountants so they can quickly and easily offer business advisory services to their SME clients, presents news topics that accountants should be aware of if they work with SME clients.
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Advisory Work Podcasts
Listen to tax and accounting professionals sharing proven methods, useful tips, and practical experiences to help you succeed more at your firm. Each episode provides clear insights designed to help you handle client work more effectively, simplify tax preparation, and better deliver advisory services. You'll gain: Practical tips for efficient client interactions. Proven ways to transition confidently into advisory work. Effective methods to increase success without hiring additional staff. ...
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Welcome to The Artist Advisory Hotline, a transformative space for artists ready to harness the power of manifestation to build successful and sustainable careers. Hosted by Marina Press Granger—a curator, Reiki master, classical Chinese feng shui practitioner, and former gallery director with over 15 years of experience in the New York City art world—this podcast merges business insights, mindset mastery, and spirituality to guide artists in fully stepping into their unique, powerful identi ...
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talkBIG is RSM's business finance and economics podcast, helping you save, create and protect your wealth. This podcast delves into real-life stories and inspires listeners to talk and think BIG. This is edutainment at its finest, suited for financial geeks or newbies. Tune in and subscribe to get your hit of personal and business money talk.
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Welcome to the Business Advisor Podcast, the go-to show for accountants, bookkeepers and CFOs tired of the grind of client work and eager to step into the role of a business advisor. This podcast is designed for those looking to increase their income and impact by transforming businesses and lives. Each week, we bring you practical, workshop-style episodes, insightful conversations, and a good dose of humor to equip you with the confidence, clarity, and cash flow strategies you need. So, hit ...
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Disclosure: This podcast is for educational purposes only. Strategies discussed may not be suitable for everyone. Mutual of Omaha Investor Services, Inc. does not provide tax or legal advice. Securities and advisory services offered through Mutual of Omaha Investor Services, Inc. Member FINRA/SIPC (www.finra.org) /SIPC (www.sipc.org). This is not an offer or solicitation in any jurisdiction where we are not authorized to do business. Not all Mutual of Omaha Financial Representatives are Fina ...
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Lone Wolf Unleashed with host Mike Fox, founder of Action Advisory, provides practical solutions for business owners overwhelmed by administrative tasks and seeking more personal time. Rather than endorsing impractical hype, the podcast focuses on actionable steps and frameworks to help entrepreneurs streamline their operations without compromising growth. Expect candid discussions, dark humor, and tools to eliminate bottlenecks, aiming to help listeners reclaim their time and improve work-l ...
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Delivering real talk while making financial topics more accessible, co-hosts Katie Pickler and Cort Winsett break down personal finance into engaging, bite-sized topics. Join them on their journey to “remove the veil” as they bring a basic level of awareness in a relatable, honest, and pop-culture-fueled format. // Powered by Pickler Wealth Advisors // 901.316.0160 | 1135 Halle Park Circle | Collierville, TN 38017 // Securities and advisory services offered through Commonwealth Financial Net ...
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Due Dilly tells the real stories behind how businesses and creators build power by dissecting the paperwork, the people, and the decisions underneath the headlines. Hosted by Jonathan Jackson and Carl Joseph-Black, the show blends historical context, forensic analysis, and operator-level insight to decode how companies scale, how creators professionalize, and how the modern economy actually works, and how you can build inside of it. The money is always talking, we help you listen.
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Building your business was hard, and you only sell it once. With a focus on marketing, communications, digital, and service businesses, the TobinLeff M&A advisory team is dedicated to helping owners maximize and monetize their life’s work. For over a decade, the TobinLeff team has completed nearly 200 successful merger, acquisition, and exit planning engagements across the U.S. Visit tobinleff.com to contact a partner today or for additional resources and case studies. Subscribe or sign up f ...
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The Financial Advisor Success podcast brings you real success stories and insights from the most successful financial advisors, and leading industry consultants, about how to take your advisory business to the next level. Get a glimpse of what it's like behind the scenes building a successful advisory business, and how entrepreneurial advisors navigate the inevitable highs, and lows, of growing a firm. Whether you're a new financial advisor trying to get started on the right foot, or an expe ...
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Welcome to The No B.S. Property Investing podcast (brought to you by Ripehouse Advisory) - where data replaces guesswork and strategy beats speculation. Join your host, Julian Nicolitsis (Head of Strategy at Riphouse Advisory), as we cut through all the property investing fluff and nonsense - bringing you proven strategies helping everyday Australians build legitimate property portfolios. Each episode delivers actionable intelligence on what actually moves the needle. We also expose the cost ...
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The Innovators & Investors Podcast: Connecting the Startup Ecosystem. We are on a mission to bridge the gap between founders, investors, and industry leaders across the early-stage ecosystem. By bringing together visionaries from cutting-edge startups, venture capitalists, family offices, angel investors, accelerators, and studios, we offer a platform for sharing invaluable insights, market trends, and first-hand experiences. Whether you’re an entrepreneur navigating the challenges of buildi ...
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This irregular podcast series examines what is happening in the unstructured data automation market. Three topics - Thirty Minutes, that's the format! Topics range from the state of Blockchain, IDP, ECM, and the impact of AI on unstructured data. Deep Analysis provides advisory services, industry research, and M&A guidance. [email protected] Deep-Analysis.Net
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Husband and wife team, Craig and Jennifer Moser of Maestro Wealth Advisors discuss crucial tips for planning your successful retirement. Listen for valuable insight from professionals with unique insight and perspective on How Money Works. If you need any help with your financial or retirement plan, give them a call at 336-448-1086 or visit the website, https://maestrowealth.com Avantax affiliated financial professionals may only conduct business with residents of the states for which they a ...
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C2 Biz Growth features insightful information and lessons learned from entrepreneurs and CEOs who are growing and scaling their companies. We realize that being the CEO and leader can be a lonely position. However, Success breeds Success and our conversations with men and women on the “entrepreneurial battlefield” will inform, inspire, and drive you to keep marching onward and upward. C2 Biz Growth is hosted by John Hale III, Founder and CEO of The Cornerstone Group, a business advisory and ...
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Hosted by Zach Conway, CEO and Founder of Seeds, and Kelsey McKenna, Chief Operating Officer, The Advice Business Podcast invites you into candid conversations about what it really takes to build a thriving, independent advisory firm. This is where personal stories from the start-up world meet practical insights for financial advisors looking to grow with purpose. Each episode shares behind-the-scenes lessons, honest reflections, and powerful moments of clarity that come from building a busi ...
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Grant Dorhout, Founder and Wealth Advisor of Dorhout Retirement Services shares his thoughts on investing and helping secure your retirement in his weekly radio broadcast, The Retirement Blueprint. Grant is a full service advisor and has been helping families live out the retirements they deserve by giving them experienced, common-sense advice. Dorhout Retirement Services 4611 S 96th St, Omaha, NE 68127. (402) 281-0750. Investment advisory services offered through CWM, LLC, an SEC Registered ...
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Financial Advisor Tim Russell, CFP® of Life Financial Group, and Pastor Drew Gysi of Life Institute, explore the Theology of Biblical Financial Stewardship and its application to everyday financial decisions. For more, visit www.StewardologyPodcast.com
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"If your actions inspire others to dream more, learn more, do more and become more ... you are a leader." ~ John Quincy Adams. We love sending our listeners on a journey of discovery as they learn about the inspiring lives of industry thought leaders, business owners, & entrepreneurs from all walks of life, who share one thing in common – SUCCESS! And it all starts with one—one idea; one conversation; one dream. Brought to you by Aria Benefits and Life & Legacy Advisory Group
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Join Isaac Heller as he meets with leaders in the accounting technology space to discuss how AI and automation are transforming the accounting industry, how technology has evolved, and how AI can help accountants work more efficiently. You’ll also learn how accountants can embrace innovations to improve their careers and lives and get forward-thinking perspectives on where the accounting profession is headed when it comes to new technologies and AI!
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Un-Billable Hour: Business Management Strategies for the Busy Lawyer Around the Community Table
Legal Talk Network
Managing your law practice can be challenging. Marketing, time management, attracting clients and all the things (besides the cases) that you need to do, but aren't billable. Welcome to this edition of "Un-Billable Hour" ...the law practice advisory podcast! This is where you'll get the information you need from expert guests and host Christopher T. Anderson.
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A podcast helping independent marketers how to build a leveraged and profitable practice. (This podcast was formerly named Mindshare Radio)
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Welcome to the Fitness + Technology Podcast for club owners, operators, and fitness professionals! This show is your #1 trusted resource for the accelerating world of fitness technology. Each week, we bring you an expert interview with a global influencer at the crossroads of fitness and technology. You'll get the insights, tools, and inspiration you need to stay connected to the pulse of what matters most for your fitness business in the age of exponential technologies. This podcast is brou ...
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At Deloitte, we help clients navigate through economic uncertainty while capturing market opportunities. In this podcast series, we hear from industry experts as they share their valuable insights on facing the COVID-19 pandemic and how to emerge stronger on the other side. Have any questions? Reach out to us at [email protected] #deloittevoices
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John and Brent Kuykendall welcome you to the GulfCoast Financial family of friends. Our mission at GulfCoast is to work individually with our clients to help secure their financial future. Experience the difference between being just a client and belonging to a family of friends. GulfCoast Financial Services, Inc. operates as a Registered Investment Advisor (RIA) operating in Florida and Texas. With Belinda, Blake, and Melissa, our commitment to our clients and our community never wavers. Re ...
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The Step UP - Where Leaders, Talent Managers and Leadership Development pros find expert tips for Leadership excellence
Kent Kniebel
About the Podcast The Step Up brings together experts who help leaders elevate their impact. Each 45-minute episode features conversations with thought leaders, practitioners, and innovators who are changing how we think about leadership development and helping leaders step up their game. Why This Podcast Exists Throughout my career—from my time at organizations like Korn Ferry, Cargill, General Mills, and Buffalo Wild Wings to my current work as an independent leadership consultant—I've wit ...
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Welcome to "Be the Hummingbird" podcast with your host, Laura Johnson, the owner of Hummingbird Wealth Management. Get ready to be inspired, motivated, and entertained by Laura's stories and the stories of her guests, friends, family, and clients. Laura shares her amazing anecdotes that will encourage you to pursue your dreams, motivate you to make the necessary changes to achieve your goals, and equip you with the knowledge you need to reach for the stars. Life is too short to be stuck in a ...
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Strategies to improve business performance.
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🎙️ Millennium Live: Where the Leaders of Today are Transforming the Digital Enterprise The Millennium Alliance Podcast offers Fortune 1000 C-Level executives, leading public sector/government officials, and thought leaders across a variety of disciplines a unique and exclusive platform to present opportunities to their peers, share industry developments, and tell the story of their career and overall company value. Headquartered in Midtown Manhattan, The Millennium Alliance is a leading tech ...
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As part of Deloitte’s WorldClass ambition to impact 50 million people, our partnership with One Young World (OYW) develops young professionals into future leaders who can solve the world’s toughest problems. Have any questions? Reach out to us at [email protected] #deloittevoices
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The New Mason Jar with Cindy Rollins explores the application of Charlotte Mason's philosophy to the atmosphere, discipline, and life of our homes and schools. We cover Charlotte's timeless principles as they work themselves out in our real and modern lives. Interviewing seasoned moms who have cherished Charlotte's works while raising real children in real families, we endeavor to lay a foundation of hope and possibility for our listeners. However imperfectly.
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The official podcast channel of neXt Curve, a research and advisory firm based in San Diego founded by Leonard Lee focused on the frontier markets and business opportunities forming at the intersect of transformative technologies and industry trends. This podcast channel features audio programming from our reThink podcast bringing our listeners the tech and industry insights that matter across the greater technology, media, and telecommunications (TMT) sector. Topics we cover include: -> Art ...
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Pretend I Know Nothing About is a podcast about the Central Ohio Area Agency on Aging staff and programs. Each episode features staff from COAAA sharing about their role at the agency, how they got here, the committees they serve on, challenges in their work, and ideas for the future. To learn more about the inception and goal, check out the trailer episode “Welcome to Pretend I Know Nothing About.”
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It's time to rethink, renew and reimagine retirement! Retire Repurposed is dedicated to help people transition into fulfilling and purposeful retirements. Retirement is a big life-change! In fact, the two most dangerous years of a person's life are the year they were born and the year they retire. We believe retirement is not the end; rather, the beginning of what could be the most impactful season of a person's life. So, don't retire; become Repurposed. Ben Taatjes, Financial Advisor Stewar ...
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Financial Straight Talk with Jim Fox: No-nonsense financial advice from a financial industry veteran with over 20 years of experience. Learn ways to help your financial literacy, make financial decisions, and reach your financial goals. No confusing jargon or pushy sales tactics. Learn more about Jim and his team here: https://yourwfg.com/ Follow on Facebook & YouTube! About Jim Fox, Founder & President: Jim Fox is a veteran of the United States Marine Corps and a financial advisor with over ...
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OneDigital’s Employer Advisory Podcast features commentary on the latest happenings that impact health care, business and the workplace.
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Buying property in Australia can feel like a maze, every suburb has its quirks, every street has its secrets, and each property has unique factors to take into account. Street Secrets shines a spotlight on industry-vetted, highly experienced buyer’s agents who know the market inside out. Hosted by Mortgage Broker and Director of Alcove Chris Bates, this show introduces you to the country’s top buyer’s agents and unpacks what they really do. From navigating local market dynamics to building r ...
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In this monthly podcast series, Deloitte Vietnam will talk you through notable matters that are directly making impact on your business by the Covid-19 pandemic. Strategic forecasting, recommendations, and helpful solutions are what Deloitte Vietnam experts will share in every episode of this series. Have any questions? Reach out to us at [email protected] #deloittevoices
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Ever wish financial advisor marketing was easier? Tired of experimenting without results? Craving simple strategies that actually work? Press play and take notes – we’re about to level up how you market your financial services. Hey there! We’re Kendra and Taylor 👋… two marketing professionals with decades of real-life experience sharing proven strategies from two (very!) different perspectives. Taylor, as an advisor who tripled his revenue in the last three years, and Kendra, as an agency ow ...
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Welcome to AI Advisory — the podcast and publication dedicated to keeping you ahead in the age of artificial intelligence. I’m David Peterson, and each week, I’ll bring you the latest AI breakthroughs, real-world use cases, and practical strategies you can start using right now to increase productivity, streamline your work, and accelerate your learning. AI isn’t just a buzzword anymore — it’s a shift that’s transforming how we work, create, and think. But with so many new tools, headlines, ...
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Hosted by Lee Reams II and CountingWorks PRO, "The Growth Minded Accountant" is your go-to podcast for independent tax and accounting pros ready to level up. We’re here to show you how AI, digital marketing, and cutting-edge tools — the kind that only the big guys had access to — can help you save time, win new clients, and keep your practice thriving. From leveraging AI agents to boosting ROI on every client interaction, we cover it all. Tune in to stay sharp, learn strategies that work, an ...
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Take 5 minutes with Alan Hargreaves to step outside your business model, your career or your startup idea and check that you've got all bases covered. Are you optimising what you've got? Growth, in both business and life, is about momentum. This podcast will help you maintain it.
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Unlock financial clarity, confidence, and peace of mind with Metcalf Money Moment – the Podcast. Whether you’re preparing for retirement, navigating a business exit, or building generational wealth, our expert insights provide the clarity and confidence needed to achieve your financial goals. Hosted by Jeb Graham, Ethan Hutcheson, and Eric Wymore—seasoned financial professionals with a deep passion for empowering clients—this podcast brings decades of combined experience in wealth management ...
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What makes a keynote speaker truly unforgettable? What happens behind the scenes before they step onto the stage? And, as a financial professional or event planner, how do you know which speaker is the right fit for your audience? Welcome to Financial Behavior Thought Leaders–the podcast that gives you an exclusive, behind-the-scenes look at the most sought-after speakers in financial services. This show is hosted by Dr. Mary Bell Carlson, founder of Financial Behavior Keynote Group, where w ...
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Wealth Strategies Unleashed turns complex money decisions into clear, actionable steps to help you build, protect, and enjoy your wealth, brought to you by Concenture Wealth Management. https://concenturewealth.com/ The information contained herein is intended to be used for educational purposes only and is not exhaustive. Diversification and/or any strategy that may be discussed does not guarantee against investment losses but are intended to help manage risk and return. If applicable, hist ...
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Frictionless, automated, personalized travel on demand – we are steadily approaching the emergence of a new ecosystem in mobility; one that is safer, sustainable, and more inclusive for consumers. In our Future of Mobility series, we bring you key insights from top executives from both the public and private sectors – decision-makers, innovators and shapers pushing the envelope on future developments within Mobility and beyond. Have any questions? Reach out to us at [email protected] # ...
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The Successful Bookkeeper Podcast is a weekly show to help increase your confidence, work smarter and build a business you love. Each week you'll listen to inspiring guests who will share their success secrets, so you can take your bookkeeping enterprise and life to another level. Some of them include New York Times Best-Selling Author of E-Myth, Michael E. Gerber, Pure Bookkeeping Co-Founder, Debbie Roberts, the host of The Productive Woman podcast, Laura McClellan and the author of *I Know ...
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The #1 podcast for consulting business owners who want to build a profitable, scalable and strategic consulting business. Over one thousands consulting business owners have applied the growth system that Consulting Success teaches here https://www.consultingsuccess.com/coaching-for-consultants Trusted by tens of thousands of consultants, the weekly conversations shine the spotlight on valuable business tips. Episodes support you in understanding how to navigate the market. This podcast is yo ...
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The Sotheby's Auction: What it Means for Working Artists and The Miami Art Fairs
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45:40Tune in as host Marina Granger speaks about the recent "white glove" Sotheby's Auction (white-glove means that everything sold and the auctioneer is given a pair of celebratory white gloves after the auction) - it was a huge success! Learn what it means for you as a living and working artist today and what it means for the Miami Art Fairs. Want to …
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Building Smarter Tech Stacks For The Future Of Fitness With Vic Kurs
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35:12In this episode of the Fitness + Technology Podcast, Bryan O'Rourke welcomes Vic Kurs, Senior Technology Advisor at Qodeca. Vic leads sales strategy, partnerships, and client success for Qodeca, a firm specializing in custom software and consulting for the fitness, sport, and healthcare sectors. With extensive experience across SaaS and health club…
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European Fitness Market Trends In 2025 & Beyond LIVE From Portugal With Bryan O'Rourke
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52:40In this episode of the Fitness + Technology Podcast, Bryan O'Rourke shares his keynote, "European Fitness Market Trends In 2025 And Beyond" live from the SC Fitness Annual Convention in Portugal. Bryan shares the spotlight for what's next in the European fitness market and the key differentiators needed for successful operators. Whether you lead a …
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Leadership that Listens: People, Power, and Purpose with Cllr. Biyi Oloko FCA - Episode 19
1:04:25
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1:04:25In this insightful episode of the C2 Biz Growth Podcast, host John Hale III sits down with Biyi Oloko, Executive Vice Chairman of Stephen Simeon Limited, Co-Founder of the Reading Tech Cluster, and a Council Member of the West Berkshire Council in the United Kingdom. Biyi shares his journey from his early life in Nigeria to building a global career…
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Tapping into the Power of a Niche Market with Julie Lawless
32:24
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32:24Have you ever wondered what happens when you stop trying to serve everyone and double down on one niche you know inside out? That's exactly what Julie Lawless did. From corporate comms for brands like Nissan and Mars Petcare to running her own firm in animal health and AgTech, Julie has built a business that thrives because it's focused. In this ep…
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115. How To Finish Your Advisory Sessions Strong
16:48
16:48
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16:48You've just had a fantastic advisory session. The energy was high, the insights were flowing, and you feel like you really connected with your client. But then, the clock starts winding down, and it all ends with a vague, "Great chat, let's catch up soon!" A week goes by, then two and nothing happens. The momentum is gone, your authority has slippe…
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Pay Up: How Stablecoins are changing how, where, and when creators get paid
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49:30In this episode, we dive into the transformative impact stable coins are having on global team building and the creator economy. Carl discuss how stable coins enable transactions across borders with ease, ensuring creators get paid consistently and quickly without the traditional banking hassles. We dive into The Genius Act, which has regulated the…
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Silicon Futures for November 2025 (with Jim McGregor and Karl Freund)
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48:27Send us a text Silicon Futures is a neXt Curve reThink Podcast series focused on AI and semiconductor tech and the industry topics that matter. In this August monthly recap episode, Leonard, Karl and Jim talk about some of the top headlines from September through November of 2025. 00:31 Industry Updates and Conferences 03:14 Quantum Computing Insig…
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This video takes a closer look at the kinds of questions many people consider when planning for retirement. It highlights the importance of stepping back to reflect on goals, expectations, and the lifestyle changes that may come with this stage of life. Through thoughtful discussion, the video encourages viewers to examine what truly matters as the…
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Seeing other artists post their wins, getting featured, or posting their work at Art Basel Miami Beach? It's easy to fall into FOMO and start second-guessing your own path. Maybe you've even seen a "Top 10 Artists" list and wondered, why not me? In this episode, we're reframing comparison—so you can return to your power, reconnect with your purpose…
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Episode 287: Styling the Working Woman (with Estelle Winsett)
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53:59In this episode, we’re stepping outside the world of numbers and into something every professional encounters daily: style. We’re joined by Estelle Winsett, former attorney turned fashion consultant, who helps women elevate their confidence, presence, and professionalism through intentional wardrobe choices. Estelle shares her journey from the lega…
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From Bookkeeper to Advisor: How to Price, Package & Confidently Communicate Your Value — with Linda Hunt
51:06
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51:06Stop billing by the hour. Start communicating your value. Step into advisory with confidence. In this episode of The Growth Minded Accountant, Lee Reams II sits down with Linda Hunt, founder of SUM Solutions and creator of The Perfect Pricing Formula, to unpack the shift every bookkeeper and accounting professional is facing right now: moving from …
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Success Leaves Clues: Ep275 with guest Jocelyne Moyer, Senior Vice President of Strategy and Operations at Zeitview
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30:04In this episode of Success Leaves Clues, hosts Robin and Al sit down with Jocelyne Moyer, Senior Vice President of Strategy and Operations at Zeitview, to explore the intersection of operations, artificial intelligence, leadership, and sustainable growth in high-risk, high-impact industries. Jocelyne shares her journey from engineering and large-sc…
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Safeguard Your Legacy: Avoiding Common Errors in Estate Planning
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25:16It's easy to avoid thinking about the realities of aging and the challenges it can bring. But, overlooking the true costs of healthcare and assistance can leave even the best financial plans vulnerable. Jennifer is joined by her son (and financial advisor) Cameron to explore why these risks are so commonly underestimated and what it means for your …
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Momentum Series: Amplifying Citizen Voices with Polco Co-Founder Nick Mastronardi
25:19
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25:19In this episode of the Innovators and Investors Podcast, host Kristian Marquez interviews Nick Mastronardi, co-founder and CEO of Polco. They discuss Nick’s background in data science and economics, the inspiration behind Polco, and the company’s mission to enhance civic participation through data-driven decision-making for public sector officials.…
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From Overwhelmed to Confident: The Step Nobody Talks About When You Start Investing | EP 48
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10:06If your money could work for you while you sleep, would you let it? In this episode, you’ll learn how to start investing, even if you’ve never bought a single stock or still think you’re “bad with money.” This is your beginner-friendly roadmap to build wealth confidently, one simple, personal step at a time. What You’ll Learn / Highlights → Why sav…
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In this episode, Grant and Bill discuss the national debt, tips for taking advantage of stock market gains, and some unexpected side-hustles for retirees.By Grant Dorhout
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013: Matthew Hughes of Capital Property Advisory | Perth
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30:31"If investors flood a suburb and locals can’t afford to buy there anymore, that’s when you know the downside risk is real." — Matthew Hughes Perth has delivered one of Australia’s strongest post-COVID runs, but the story behind that growth is far more nuanced. In this episode, Matthew Hughes lays out the structural shifts shaping Perth today — and …
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What Top Talent Actually Wants: How to Recruit and Retain in Today’s Accounting Landscape
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47:18Can’t hire fast enough? Losing great people? Feeling the talent pipeline shrinking more every year? You’re not alone. In this episode of Deduct This with Carrie and Lexi, CPA and career strategist Mike Manalac, known online as Mike from Accounting, breaks down exactly what today’s accounting talent is looking for, why they’re leaving, and how firms…
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The Real Talent Challenge: Why Hiring NextGen Advisors Is More Nuanced Than We Think with Natalie Taylor
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37:00If you’ve ever felt stuck trying to hire the right people or frustrated by how hard it is to bring more women and diverse talent into your firm, this episode gives you the roadmap you’ve been missing. Natalie Taylor, founder and CEO of The Goodland Group and a 20-year industry veteran, joins Zach and Kelsey in the latest episode of The Advice Busin…
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Unlocking Trust and Connection: Deirdre Van Nest on Getting to the Yes Quicker
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29:21On this episode of Financial Behavior Thought Leaders, host Mary Bell Carlson welcomes the dynamic Deirdre Van Nest, renowned keynote speaker, coach, and storyteller within the financial services industry. The conversation dives deep into Deirdre’s unique journey—overcoming a paralyzing fear of public speaking to become a sought-after speaker who s…
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Ep 466: Doubling AUM From Under $300M To Over $600M In 3.5 Years By Making Investments To Systematize For Scale with Morgan Nichols
1:29:59
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1:29:59Growth rarely comes without sacrifice—and for many advisory firm owners, that means making bold investments that might pinch margins today to create momentum for tomorrow. This episode explores how strategic hiring, branding, and compensation design can help accelerate growth while building a stronger, more scalable team. Morgan Nichols is the CEO …
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Most entrepreneurs are used to stepping into unknown terrain and climbing learning curves to hit their goals. However, selling a company is often a once-in-a-lifetime event, so your go-to-market journey should include a team who has been there and done that. That team should guide your transaction like an on-target GPS, helping you to navigate pote…
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EP505: Christina Springstead - The Bookkeeper's Guide To Boundaries, Cleanups & Growth
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42:19"Like this is not just a gig, but this is my career. You grow into wanting more of that for your clients and you start recognizing if a client isn't about that. The last thing I want is just agree to do a subpar job because a client doesn't really care and then they decide to care in two years and they look back at the history and they're like, 'Th…
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Best Of: Why Your Retirement Plan Needs More Than Just Math
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14:02What does mailbox money really mean for your retirement—and how do you build income you can count on? This episode of Financial Straight Talk with Jim Fox breaks down the realities behind annuities, market risk, and the art of balancing income with expectations. Hear why celebrity paychecks aren’t so different from yours, and discover how to find t…
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How Leaders Maintain Belonging During Layoffs with Ericka Jones
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46:59Ericka Jones is here to create a spark. A spark for change. A spark of inspiration for transformation. She utilizes her expertise in innovative and strategic leadership to embed programs throughout organizations. She has a deep background in Operations, HR, Learning and Development and DEI. We met while we were both working at Cargill. In today's e…
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271: The Power to Get Wealth, and the Temptation to Forget God
46:19
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46:19Financial Advisor Tim Russell, CFP®, Pastor Drew Gysi, and Tyler Rutherford discuss The Rich Fool (Luke 12:13–21) and its connection to Deuteronomy 8. See the show notes here! Subscribe to "Life in the Markets" Podcast Buy our new book: The Good Steward Wealth Management from a Biblical Worldview Stewardship Seminars from a Biblical Worldview Learn…
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The Property Investing Checklist We Use to Reject 99% of Properties
30:19
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30:19FREE DOWNLOAD: Property Due Diligence Checklist → https://ripe.house/3KkqjBk Most property investors get this wrong - discover how to do due diligence the right way before you buy an investment property. Whether you're a first-time investor or already building your portfolio, understanding how to accurately assess a property's price and mitigate ri…
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If you're a beauty brand who wants to expand your market to the UK, but aren't sure what to do? You have two options: 1. Hire a market research firm, engage sentiment analysis, find consultants, do market sizing, look for retail partners/relationships. Or.. 2. Call Jamelia Donaldson. This is a conversation about how you build a business solving a p…
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Stop Doing Everything Yourself: Business Delegation Lessons From a 7-Year-Old
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17:03This episode started with something simple — teaching my 7-year-old how to vacuum the house. Hi, I'm Mike Fox, host of this podcast, "Lone Wolf Unleashed." And in all truth, it wasn’t simple at all. It turned out to be one of the clearest lessons I’ve ever had on delegation, systems, and letting go of tasks I should never have been doing in the fir…
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How Top Consultants Position Themselves to Close Faster
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11:55Want to learn how we can help you grow your consulting business? Schedule your free Growth Session Call today! www.consultingsuccess.com/grow Mentioned in this episode: The Inner Circle If you're running a 7-figure consulting business and are ready to be in a room of committed peers, this is for you. The Inner Circle is a high-level mastermind focu…
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114. Exact Steps For Quarterly Reviews That Can Lead To Upsells
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10:05Let's talk about something that's probably already sitting in your diary, hiding in plain sight: your client review meetings. Too often, these quarterly or monthly check-ins feel like a routine chore. The conversation drifts, you spend 45 minutes putting out fires, and you both walk away with a tired brain and no real direction. The meeting feels b…
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In this episode, we take a broad look at how to think about and organize your long-term financial future. The video offers general perspectives on approaching retirement planning and invites you to consider what a sustainable path might look like for your own situation. If you're interested in preparing for the years ahead, this overview can help y…
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The holidays can be the most wonderful yet most stressful times of the year. Between gifts, gatherings, and travel, many of us experience emotional and financial stress. We are bombarded with images of what the holidays and good gift giving look like—perfectly wrapped presents, matching pajamas, and gifts that make their eyes light up! Our host, La…
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Success Leaves Clues: From the Vault - Redefining Leadership and the Future of Work with guest Jodi Kovitz, CEO of the Human Resources Professionals Association (HRPA)
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31:46In this From the Vault episode of Success Leaves Clues, hosts Robin and Al sat down with Jodi Kovitz, CEO of the Human Resources Professionals Association (HRPA), to explore how empathy, innovation, and inclusion are redefining leadership in today’s workplace. Jodi shares her insight on why HR leaders must have a strategic seat at the table to infl…
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Momentum Series: Championing South Africa's Female Founders with Sarah Dusek of Enygma Ventures
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32:55In this episode of the Innovators and Investors podcast, host Kristian Marquez interviews Sarah Dusek, Managing Partner of Enygma Ventures. Sarah shares her journey from entrepreneur to investor, emphasizing the importance of supporting female founders, particularly in Africa. She discusses the unique strengths of female entrepreneurs, the need for…
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S9E126: Handel's Messiah with Querida Thompson
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54:30On The New Mason Jar Podcast this week, Cindy and Dawn talk with Querida Thompson about Handel's Messiah How Querida first heard about Charlotte Mason Who was George Frederic Handel? How did Handel come to write the Messiah oratorio? How should we first approach listening to Messiah? More historical context for this piece of music What is the shape…
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012: Tony Coughran of SimplyGC | Gold Coast
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30:12“Sub-market areas will outperform a postcode every day of the week.” — Tony Coughran The Gold Coast is booming, but it’s also one of Australia’s most misunderstood markets. In this episode, we strip back the layers with someone who has lived, valued, and bought through every cycle for the past 25 years. Tony Coughran began in property valuation, as…
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Episode 286: A BullCast Thanksgiving Special
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30:18Happy Thanksgiving from BullCast! Whether you’re stirring gravy, driving to lunch, or sneaking off for a moment of peace, we’re here to keep you company. In this holiday special, we’re serving up a hearty mix of turkey trivia, Thanksgiving history, and Black Friday chaos. From turkey pardons and “Franksgiving” to the Butterball hotline and the rise…
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Transforming from "tax technician" to true key strategic partner is no longer optional. In this episode of the Accountants Minute Podcast, Peter Towers unpacks the uncomfortable gap between what 75% of accountants think they deliver and what SMEs actually say in the Intuit QuickBooks SMB Navigator Report. You'll explore why so many firms are still …
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The Lie You’ve Been Told About “Playing It Safe” with Your Money | EP 47
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10:21Want to retire together on your timeline and still build generational wealth? This episode breaks down a real couple’s plan, cars, handbags, pension choices, and all, to show exactly what works. For professionals who earn well but want a coordinated retirement plan that actually lasts. What You’ll Learn / Highlights → The simple math behind a 7-yea…
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Ep 465: Making The Sell-Or-Keep Decision When You Hit A $260M AUM Wall with Todd Pisarczyk
1:29:43
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1:29:43In an environment where there is no shortage of external acquirors, many RIA founders receive regular inbound inquiries from potential suitors. While the compensation from such deals (and the ability to shrink the administrative burdens they face) might be tempting, these offers can be weighed against a desire to grow independently and perhaps pass…
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What Are You Working For? Money, or Wealth. There’s a Difference.
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37:30Today’s episode is about you and your mindset as it pertains to generating wealth through your business. Guest Lauren A. Klein was a corporate attorney when she came to a crossroads, would she follow the corporate path and accept a paycheck, or strike out on her own and build wealth on her terms. She started by asking questions about how lawyers ma…
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EP504: Casey Brown – How To Overcome Fear Around Pricing - Part 2
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30:00"Do not be tempted to undervalue yourself just because it happens to be something that's fast or easy for you to produce." -Casey Brown In the finale of this two-part series, pricing expert and president of Boost Pricing, Casey Brown, returns to share how bookkeepers can move from fear-based pricing to confident, value-driven conversations. She exp…
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Semper Gumby: The Retirement Plan That Bends, Not Breaks
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12:42What if the biggest threat to your retirement isn’t the market, but the unexpected curveballs life throws your way? In this episode, Jim Fox and the team break down why true financial stability means more than just collecting products—it’s about building a flexible, personalized plan that adapts to surprises, from inflation and taxes to family need…
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Navigating Global Markets and Cultural Nuances with Maarten van Kroonenburg of BW Ventures
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43:28In this episode of The Innovators & Investors Podcast, host Kristian Marquez sits down with Martin van Kroenenburg, founder of BW Ventures, to explore the nuanced journey of building a venture fund focused on early-stage innovation. Martin shares his experiences navigating startup programs, corporate innovation, and investor relations, emphasizing …
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270: Why Incorporate a Donor Advised Fund in my Giving Plan?
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44:47Financial Advisor Tim Russell, CFP®, Pastor Drew Gysi, and Tyler Rutherford discuss the value of Donor Advised Funds Subscribe to "Life in the Markets" Podcast Buy our new book: The Good Steward Listen to the Scripture Memory Podcast See the show notes here! Wealth Management from a Biblical Worldview Stewardship Seminars from a Biblical Worldview …
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How To Choose Real Estate Investment Locations & Assets That GROW
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27:20Want to know the best suburbs to invest in Australia? In this episode, we break down exactly where to buy an investment property in Australia, what asset type to choose, and why. Be sure to take notes as Julian reveals the exact data-driven process Ripehouse Advisory uses to identify the best investment property locations before the market catches …
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